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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,572 | $175,259+11.6% | $149,723+30.6% | $139,487+40.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.81% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $2,852 | $5,478-47.9% | $4,821-40.8% | $4,755-40.0% |
| Participant deferral / active EE | $6,641 | $6,522+1.8% | $5,682+16.9% | $6,713-1.1% |
| Admin fee / account holder | $75,341 | $16,158+366.3% | $13,215+470.1% | $11,407+560.5% |